Vestmark Advisory Solutions Inc. Acquires 3,790 Shares of Lowe’s Companies, Inc. $LOW

Vestmark Advisory Solutions Inc. increased its stake in Lowe’s Companies, Inc. (NYSE:LOW) by 23.3% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 20,089 shares of the home improvement retailer’s stock after purchasing an additional 3,790 shares during the quarter. Vestmark Advisory Solutions Inc.’s holdings in Lowe’s Companies were worth $5,049,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Channing Capital Management LLC purchased a new position in Lowe’s Companies in the 3rd quarter worth about $4,215,000. Bleakley Financial Group LLC grew its position in shares of Lowe’s Companies by 1.7% in the third quarter. Bleakley Financial Group LLC now owns 11,403 shares of the home improvement retailer’s stock valued at $2,866,000 after purchasing an additional 187 shares during the period. Sigma Planning Corp boosted its stake in Lowe’s Companies by 20.0% during the 3rd quarter. Sigma Planning Corp now owns 20,140 shares of the home improvement retailer’s stock worth $5,061,000 after purchasing an additional 3,350 shares during the last quarter. OneDigital Investment Advisors LLC lifted its stake in shares of Lowe’s Companies by 2.5% in the 3rd quarter. OneDigital Investment Advisors LLC now owns 11,469 shares of the home improvement retailer’s stock valued at $2,882,000 after purchasing an additional 285 shares during the last quarter. Finally, Lansforsakringar Fondforvaltning AB publ boosted its position in shares of Lowe’s Companies by 1.7% in the 3rd quarter. Lansforsakringar Fondforvaltning AB publ now owns 175,545 shares of the home improvement retailer’s stock valued at $44,116,000 after purchasing an additional 2,884 shares during the period. Institutional investors own 74.06% of the company’s stock.

Lowe’s Companies Price Performance

NYSE:LOW opened at $280.31 on Monday. The stock has a market capitalization of $157.24 billion, a PE ratio of 23.24, a price-to-earnings-growth ratio of 4.37 and a beta of 0.97. Lowe’s Companies, Inc. has a fifty-two week low of $206.38 and a fifty-two week high of $293.06. The business’s 50-day simple moving average is $264.63 and its 200-day simple moving average is $253.65.

Key Lowe’s Companies News

Here are the key news stories impacting Lowe’s Companies this week:

• Positive Sentiment: Lowe’s announced a partnership with Affirm to offer buy‑now‑pay‑later options (including 0% APR plans) on its website and app — this can raise average order value, improve conversion on larger projects and expose Lowe’s to Affirm’s shopper base. How Lowe’s New Affirm Buy‑Now‑Pay‑Later Partnership Will Impact Lowe’s Companies (LOW) Investors
• Positive Sentiment: An analyst/price-target update lifted Lowe’s target to $320, signaling continued analyst conviction and providing upside psychology for investors. Lowe’s Companies (NYSE:LOW) Price Target Raised to $320.00
• Neutral Sentiment: Lowe’s scheduled its Q4 & fiscal 2025 earnings call for Feb. 25 (webcast + supplemental materials) — a near-term catalyst where guidance and same-store sales detail will matter most. Lowe’s Companies, Inc. to Host Fourth Quarter & Fiscal 2025 Earnings Conference Call on Feb. 25
• Neutral Sentiment: Wall Street previews and estimate summaries are circulating ahead of the report — useful for gauging where beats/misses could occur, but they don’t indicate a clear consensus beat probability. Ahead of Lowe’s (LOW) Q4 Earnings: Get Ready With Wall Street Estimates for Key Metrics
• Neutral Sentiment: Consumer-facing content (e.g., Lowe’s flooring services review and a community “bucket list” renovation program) supports brand engagement but is unlikely to move the stock materially on its own. Lowe’s flooring review: How it works, what it costs and whether you need a professional Lowe’s Asks Communities Nationwide: What Projects are on Your “Bucket List”?
• Negative Sentiment: Lowe’s is cutting roughly 600 corporate/support roles — a sign management is trimming costs, but the layoffs also highlight demand/efficiency pressures that can weigh on sentiment. Lowe’s begins layoffs in North Carolina, plans 600 job cuts
• Negative Sentiment: Pre‑earnings analysis suggests Lowe’s may lack the setup for an easy earnings beat — expectations are mixed and competition (notably Home Depot) and softer consumer spending on big-ticket projects are recurring themes. These factors increase the risk of a negative reaction if results or guidance disappoint. Lowe’s (LOW) Earnings Expected to Grow: What to Know Ahead of Next Week’s Release Home Depot vs. Lowe’s: Which Home Improvement Stock Has More Upside?

Analyst Ratings Changes

LOW has been the topic of several research analyst reports. Barclays raised shares of Lowe’s Companies from an “equal weight” rating to an “overweight” rating and set a $285.00 target price on the stock in a research report on Wednesday, January 7th. Truist Financial set a $295.00 price target on Lowe’s Companies in a report on Friday, January 16th. Citigroup raised their price objective on Lowe’s Companies from $250.00 to $285.00 and gave the stock a “neutral” rating in a research report on Thursday, February 12th. Mizuho reduced their price objective on shares of Lowe’s Companies from $285.00 to $272.00 and set an “outperform” rating for the company in a research note on Thursday, November 20th. Finally, Sanford C. Bernstein raised their target price on Lowe’s Companies from $284.00 to $313.00 and gave the company an “outperform” rating in a report on Wednesday. Twenty analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $289.41.

Insiders Place Their Bets

In related news, CEO Marvin R. Ellison sold 18,000 shares of Lowe’s Companies stock in a transaction that occurred on Friday, January 9th. The stock was sold at an average price of $261.17, for a total value of $4,701,060.00. Following the sale, the chief executive officer owned 231,043 shares of the company’s stock, valued at approximately $60,341,500.31. This trade represents a 7.23% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Insiders own 0.27% of the company’s stock.

Lowe’s Companies Company Profile

Lowe’s Companies, Inc is a leading home improvement retailer that operates large-format stores and digital channels serving both do-it-yourself homeowners and professional contractors. The company offers a broad assortment of products including building materials, lumber, appliances, tools and hardware, plumbing and electrical supplies, paint, flooring, kitchen and bath fixtures, outdoor and garden products, and home decor. Lowe’s also provides a range of services such as installation, home improvement financing, tool and equipment rental, and contractor-focused sales programs.

Operations are centered on a nationwide brick-and-mortar store network supported by distribution centers and an e-commerce platform that enables online ordering, delivery and in-store pickup.